Which companies discussed Physical AI in Consumer Discretionary in earnings calls?
286 companies mentioned physical ai across 413 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Rivian Automotive, Inc. (7 calls), Revolve Group, Inc. (6 calls), Peloton Interactive, Inc. (5 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Physical AI |
|---|---|
| 2025Q3 | 67 |
| 2025Q4 | 100 |
| 2026Q1 | 130 |
| 2026Q2 | 116 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 7 | Jun 3, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | May 5, 2026 |
| Peloton Interactive, Inc. | PTON | Consumer Discretionary | 5 | Jun 8, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 5 | Jun 3, 2026 |
| DoorDash, Inc. | DASH | Consumer Discretionary | 5 | May 6, 2026 |
| Wayfair Inc. | W | Consumer Discretionary | 5 | Apr 30, 2026 |
| Carvana Co. | CVNA | Consumer Discretionary | 5 | Apr 29, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | May 28, 2026 |
| Warby Parker Inc. | WRBY | Consumer Discretionary | 4 | May 7, 2026 |
| Tilly's, Inc. | TLYS | Consumer Discretionary | 3 | Jun 3, 2026 |
| Best Buy Co., Inc. | BBY | Consumer Discretionary | 3 | May 28, 2026 |
| Hesai Group | HSAI | Consumer Discretionary | 3 | May 19, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 3 | May 14, 2026 |
| Grupo Casas Bahia S.A. | BHIA3 | Consumer Discretionary | 3 | May 14, 2026 |
| Alibaba Group Holding Limited | BABA | Consumer Discretionary | 3 | May 13, 2026 |
| WeRide Inc. | WRD | Consumer Discretionary | 3 | May 13, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 3 | May 12, 2026 |
| a.k.a. Brands Holding Corp. | AKA | Consumer Discretionary | 3 | May 12, 2026 |
| Planet Fitness, Inc. | PLNT | Consumer Discretionary | 3 | May 7, 2026 |
| Serve Robotics Inc. | SERV | Consumer Discretionary | 3 | May 7, 2026 |
| ZOZO, Inc. | 3092 | Consumer Discretionary | 3 | Apr 30, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 3 | Apr 29, 2026 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 3 | Apr 23, 2026 |
| TAL Education Group | TAL | Consumer Discretionary | 3 | Apr 23, 2026 |
| Academy Sports and Outdoors, Inc. | ASO | Consumer Discretionary | 3 | Apr 7, 2026 |
| Global-E Online Ltd. | GLBE | Consumer Discretionary | 3 | Feb 18, 2026 |
| Amazon.com, Inc. | AMZN | Consumer Discretionary | 3 | Feb 5, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 3 | Dec 2, 2025 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 3 | Nov 4, 2025 |
| Here Group Limited | HERE | Consumer Discretionary | 2 | Jun 5, 2026 |
| Genius Group Limited | GNS | Consumer Discretionary | 2 | Jun 4, 2026 |
| Five Below, Inc. | FIVE | Consumer Discretionary | 2 | Jun 3, 2026 |
| eBay Inc. | EBAY | Consumer Discretionary | 2 | Jun 2, 2026 |
| Meituan | 3690 | Consumer Discretionary | 2 | Jun 1, 2026 |
| Starbucks Corporation | SBUX | Consumer Discretionary | 2 | May 28, 2026 |
| FSN E-Commerce Ventures Limited | NYKAA | Consumer Discretionary | 2 | May 21, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 2 | May 21, 2026 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 2 | May 19, 2026 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 2 | May 19, 2026 |
| HORNBACH Holding AG & Co. KGaA | HBH | Consumer Discretionary | 2 | May 19, 2026 |
| Allegro.eu S.A. | ALE | Consumer Discretionary | 2 | May 14, 2026 |
| National Vision Holdings, Inc. | EYE | Consumer Discretionary | 2 | May 13, 2026 |
| Kendrion N.V. | KENDR | Consumer Discretionary | 2 | May 12, 2026 |
| Lojas Renner S.A. | LREN3 | Consumer Discretionary | 2 | May 8, 2026 |
| 1stdibs.Com, Inc. | DIBS | Consumer Discretionary | 2 | May 8, 2026 |
| Perdoceo Education Corporation | PRDO | Consumer Discretionary | 2 | May 7, 2026 |
| Jumia Technologies AG | JMIA | Consumer Discretionary | 2 | May 7, 2026 |
| Marriott International, Inc. | MAR | Consumer Discretionary | 2 | May 6, 2026 |
| Kits Eyecare Ltd. | KITS | Consumer Discretionary | 2 | May 6, 2026 |
| Graham Holdings Company | GHC | Consumer Discretionary | 2 | May 5, 2026 |
Representative quotes
…full ramp-up, improving speed, efficiency and service levels across our growing U.S. business while providing additional scale to support future growth. Our physical fleet continues to be a significant driver of growth and customer acquisition. This quarter, our premium real estate, localized execution and a compelling…
…great fit. The adjacencies you've heard us talk more about in the last 2 earnings calls are aerospace and defense and AI data centers. We can talk more about that if you'd like. And by the way, it isn't a coincidence that we started talking…
…value credentials, expanded range and service offerings. This will also be supported by a high-performance AI-enabled Sales engine in our global customer service center. For instance, we are deploying AI to monitor live interactions. It will automatically feel real-time product knowledge and services targeted upsell…
…site activations across the season. This year, Cracker Barrel Fan Zones will be present at every Speedway Motorsports race, giving us a larger physical presence with fans and extending the brand beyond the track itself. We were especially proud to have once again served as the title sponsor…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in Consumer Discretionary in the past year?
Rivian Automotive, Inc. (RIVN) led with 7 calls referencing physical ai, most recently on June 3, 2026.
How can I track physical ai mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related technology themes
Last updated: June 17, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (physical AI, physical ai). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.